Position in ARDX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$295,983
-$48,675 QoQ
Shares Held
58,036
+0.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#122
of 248 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARDX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $531,433 across 2 Biotechnology names. ARDX ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDX |
Ardelyx, Inc.
This page
|
58,036 | $295,983 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
474 | $235,450 |
All Filings in ARDX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,983 | 58,036 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $344,658 | 57,539 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $335,452 | 57,539 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $317,039 | 57,539 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $225,552 | 57,539 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $282,516 | 57,539 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $291,722 | 57,539 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $396,443 | 57,539 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||